The world of CRM continues to morph with new software systems and new best practices, as our CRM practice is deeply focused on Salesforce and Dynamics. With more and more companies revisiting their CRM workflows post-COVID, we continue to reassess and incorporate best practices for implementing platforms, workflows, and data.
Sirius Solutions has been creating and deploying Treasury and Cash Management solutions for business leaders for over two decades. Technology that could augment or enhance these solutions, such as understanding the behaviors, routines and decisions that improve cash flow, didn’t exist ten years ago. But over the last decade, we have been focused on identifying and evaluating technology that can improve our clients’ business performance related to cash acceleration.
Accounting is a critical function in any business, and knowledgeable financial professionals are essential to any team. Because of the knowledge that accountants and financial professionals bring, their time is highly valuable — and spending that time on manual, repetitive tasks ends up being extremely expensive.
As companies are preparing for end-of-year activities like budgeting processes, inventory counts, maintaining vendor and insurance records, employee benefit renewals, completing work for SEC filings and property tax renditions, we recommend using workflow automation to standardize and optimize these tasks.
Achieving full-scale automation or transformation is a massive undertaking for any organization. Rethinking business processes – from simple tasks to wide-scale workflows – requires that organizations overcome internal resistance, identify best technologies and almost rebuild business processes from the ground up.